Demo

Branch Office Executive

beBee Careers
Catawba, NC Full Time
POSTED ON 4/27/2025
AVAILABLE BEFORE 5/26/2025

Job Title: Branch Office Executive

This is an exciting opportunity to lead the back-office operations of our office.

About the Role:

  • Oversee the office's operational procedures, technology implementation, and enhancements.
  • Manage account opening and ongoing account management processes, leveraging our technology platform.
  • Be the primary point of contact for clients, answering questions, processing requests, and providing proactive updates on accounts.
  • Train new employees on operational processes and procedures.
  • Escalate issues, working with custodians and Alphastar teams to resolve them quickly and effectively.

Responsibilities:

  • Work closely with teams to ensure business gets processed accurately and efficiently.
  • Support the company in various duties and responsibilities as required by your supervisor.

About Us:

We strive for perpetual excellence and believe in coaching and growth.

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